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Abacus Wealth Partners’s Oracle ORCL Stock Holding History

Abacus Wealth Partners’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.41M Sell
23,212
-270
-1% -$43.9K 0.31% 25
2025
Q4 		$4.58M Buy
23,482
+4,489
+24% +$1.07M 0.45% 21
2025
Q3 		$5.34M Buy
18,993
+242
+1% +$61.6K 0.77% 17
2025
Q2 		$4.1M Sell
18,751
-541
-3% -$87.4K 0.63% 17
2025
Q1 		$2.7M Sell
19,292
-107
-0.6% -$17.4K 0.41% 18
2024
Q4 		$3.23M Sell
19,399
-787
-4% -$140K 0.48% 18
2024
Q3 		$3.44M Buy
20,186
+238
+1% +$34.5K 0.52% 18
2024
Q2 		$2.82M Sell
19,948
-497
-2% -$61.7K 0.47% 18
2024
Q1 		$2.57M Sell
20,445
-91
-0.4% -$10.4K 0.43% 18
2023
Q4 		$2.17M Buy
20,536
+570
+3% +$62.2K 0.37% 18
2023
Q3 		$2.11M Sell
19,966
-1,844
-8% -$213K 0.65% 16
2023
Q2 		$2.6M Sell
21,810
-85
-0.4% -$8.79K 0.78% 15
2023
Q1 		$2.12M Buy
21,895
+2,100
+11% +$184K 0.7% 15
2022
Q4 		$1.62M Sell
19,795
-4,477
-18% -$340K 0.58% 17
2022
Q3 		$1.48M Sell
24,272
-10
-0% -$732 0.79% 13
2022
Q2 		$1.7M Sell
24,282
-19
-0.1% -$1.39K 0.88% 13
2022
Q1 		$2.01M Sell
24,301
-130
-0.5% -$10.5K 0.89% 15
2021
Q4 		$2.13M Sell
24,431
-702
-3% -$65.9K 0.75% 18
2021
Q3 		$2.19M Buy
25,133
+489
+2% +$43.2K 0.81% 17
2021
Q2 		$1.92M Sell
24,644
-235
-0.9% -$18.4K 0.75% 17
2021
Q1 		$1.75M Buy
24,879
+146
+0.6% +$9.45K 1.24% 16
2020
Q4 		$1.6M Buy
+24,733
New +$1.47M 1.4% 14

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Abacus Wealth Partners's ORCL Position: Q1 2026 in Review

Abacus Wealth Partners reduced its Oracle (ORCL) stake by 1.1% in Q1 2026, selling an estimated $43.9K and leaving 23,212 shares worth $3.41M. The position accounts for 0.31% of the portfolio, ranked #25.

Abacus Wealth Partners first reported a position in ORCL in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.34M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Abacus Wealth Partners held 23,212 shares of Oracle worth $3.41M as of Q1 2026.
  • Abacus Wealth Partners sold 270 Oracle shares in Q1 2026, an estimated $43.9K.
  • Oracle made up 0.31% of Abacus Wealth Partners's portfolio in Q1 2026, its #25 holding.
  • Abacus Wealth Partners first reported a position in Oracle in Q4 2020 and has held it in 22 quarters since.
  • Abacus Wealth Partners's Oracle position peaked at $5.34M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Abacus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.